Workflows

Workflows are currently in beta. Some features may change.
A workflow is an automation that runs in Kanri automatically, without you having to do anything. You tell it when to start and what to do, and it handles the rest.
For example:
When a new member is added, automatically send them a welcome message.
Three days before a member’s contract ends, send a renewal reminder.
On the first of every month, message all active members about upcoming billing.
When a membership becomes inactive, wait a week, then use a Branch to check whether follow-up
is still needed before adding a note.
Once a workflow is running, you don’t need to remember to do those things. Kanri does them for you.

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